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about us
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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Event Schedule
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Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
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United Airlines, Brown & Brown And 3 Stocks To Watch Heading Into Monday
January 22, 2024
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HIFS
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January 22, 2024
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Zions Bancorp Gears Up For Q4 Print; Here's A Look At Recent Price Target Changes By The Most Accurate Analysts
January 22, 2024
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Earnings Preview For Zions Bancorp
January 19, 2024
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Zions Bancorp Stock: A Deep Dive Into Analyst Perspectives (13 Ratings)
January 02, 2024
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10 Financials Stocks With Whale Alerts In Today's Session
December 28, 2023
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ETF Winners And Losers: Mid-Cap Returns - Sustainability Fund Up Big, Fund Linked To Japan's Economy Drops
December 18, 2023
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Analyst Ratings for Zions Bancorp
December 14, 2023
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Risk and Reward: 3 Bank Stocks for the Bold Investor
November 27, 2023
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SFBS
ZION
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ZION
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KBW spotlights East West Bancorp, Webster Bank and Western Alliance as offering growth and value in tough year for bank stocks
November 22, 2023
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Zions Bancorp draws downgrade as Citi sees ‘more favorable risk/reward elsewhere’
November 21, 2023
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3 Short-Squeeze Candidates to Keep on Your Radar
November 20, 2023
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12 Analysts Have This to Say About Zions Bancorp
November 20, 2023
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From
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Zions Bancorp Exceeds Expectations with Strong Performance, Driving Profits and Rewarding Investors
November 16, 2023
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ZION
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From
Benzinga
Azenta Reports Upbeat Earnings, Joins Talis Biomedical, Sally Beauty And Other Big Stocks Moving Higher On Tuesday
November 14, 2023
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Tuesday Is Your Last Chance To Buy Zions Bancorp Before The Dividend Payout
November 03, 2023
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Higher-for-longer interest rates challenge banks as mixed Q3 earnings stack up
October 23, 2023
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Expert Ratings for Zions Bancorp
October 19, 2023
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Netflix shares surge as streaming site hikes prices while Tesla stock slumps after Musk’s comments
October 19, 2023
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Earnings Scheduled For October 18, 2023
October 18, 2023
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Earnings Outlook For Zions Bancorp
October 17, 2023
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Pendulum Swings: Markets Recover Slightly After Friday's Anxious Trading, But Middle East Worries Dominate
October 16, 2023
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Tesla, Netflix Grab Earnings Spotlight This Week As Analysts Divided On Q3 Reporting Season: What's On Investors' Radar?
October 16, 2023
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10 Financials Stocks With Whale Alerts In Today's Session
October 02, 2023
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Ticking Time Bombs: 3 Bank Stocks to Dump Before the Damage Is Done
October 01, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For September 29, 2023
September 29, 2023
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Citi analyst hits buy button on regional bank stocks offering ‘attractive entry point’
September 29, 2023
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HBAN
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Morgan Stanley Thinks Banks With Low Loan-To-Deposit Ratios & Less Reliance On Customer Deposits Have Chance Of Winning: Here's Why
September 27, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For September 27, 2023
September 27, 2023
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BC
BDC
BLNK
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Johnson Controls International To Rally Over 27%? Here Are 10 Other Analyst Forecasts For Wednesday
September 27, 2023
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ETSY
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